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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,419 | $100,805-94.6% | $86,698-93.7% | $134,532-96.0% |
| Participation rate | 52.9% | 79.0%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -18.17% | 29.09%-47.3pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $773 | $3,490-77.9% | $2,837-72.8% | $4,741-83.7% |
| Participant deferral / active EE | $1,196 | $5,339-77.6% | $4,656-74.3% | $6,401-81.3% |
| Admin fee / account holder | $113 | $10,925-99.0% | $7,493-98.5% | $11,429-99.0% |